Introduction to Salesforce Integrations

Available on the Advanced and Enterprise tiers:

Salesforce Integration is the secure communication and data sharing between the Salesforce and TrueContext systems. The topics in this section describe the TrueContext integration points and how connected Data Sources Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data. and Data Destinations A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. pull data from and push data to Salesforce.